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怎么设置合同、收款、发票的模板和审核规则？
设置合同、收款、发票模板后，当销售创建对应业务内容时，系统会按模块创建，并通知审核人审核，还能开启企业微信审批，助力企业高效管理。
操作路径：客户经营-模块配置
拓展阅读
怎么设置客户信息字段和转化规则？
怎么设置客户持有量？
怎么设置释放客户原因？
如何创建客户公海？
怎么新建商机？
如何设置跟进记录的填写模板？
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